Vishnu Bhagat
Perspective (Home Counties) Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £100,000
0330 038 8941
Based in Rickmansworth
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FCA Status: Pending
Checks for Vishnu and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Vishnu and/or the firm they work for (or are appointed representatives of) are currently pending
18
Recent Client Reviews
Vishnu has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Vishnu has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 July 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Vishnu has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Vishnu has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Vishnu has not yet added their fees to their profile
Fees not yet added
Vishnu has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vishnu (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Vishnu
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vishnu (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Vishnu and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Vishnu and/or the firm they work for (or are appointed representatives of) are currently pending
18
Recent Client Reviews
Vishnu has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Vishnu has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 July 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Vishnu has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Vishnu has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Vishnu has not yet added their fees to their profile
Fees not yet added
Vishnu has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vishnu (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Vishnu
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vishnu (based on 5 first impressions)
I help people and business owners redefine and grow generational wealth through holistic, unbiased Financial Planning. I help clients money work harder, be more tax efficient and build bespoke solutions to achieve your individual objectives. I can help you identify and solve the problems which are preventing you from achieving your financial goals and objectives. Whether this is planning for retirement, saving for the future, buying a home, protecting your family or simply making sense of financial jargon, I am happy to help. For new clients, initial meetings and conversations are on a complimentary, non-obligation basis, so should you feel a review of your financial circumstances would be useful please contact me on the following: E: vish.bhagat@pfgl.co.uk M: 07559 902465 W: www.pfgl.co.uk Financial Planning | Wealth Management | Pensions | ISAs | Investments | Protection & Insurance | Tax Management & Planning | Company Legacy Planning | Inheritance Tax Planning
Offers available through VouchedFor
Contact Vishnu through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Vishnu's clients
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